Success with virtual employee onboarding

Four tested strategies you can implement in your shop

COVID-19 has disrupted many aspects of everyday life, with one of the most notable being work environments. Financial technology providers and credit unions across the country have quickly adapted to some or all employees working from home, leveraging technology and new strategies to virtually accomplish what was once done in person. This can be difficult enough for existing employees; however, onboarding new employees during this time brings its own set of unique challenges.

To overcome these obstacles, the people and culture team at Sensibill, a Toronto-based provider of everyday financial tools like digital receipt management and SKU-level data that help institutions better know and serve their customers, shifted focus to building an engaging and effective remote team, ensuring that new team members were welcomed, included and positioned for success through a new virtual onboarding process. Credit unions looking to improve their virtual employee onboarding experience might want to consider emulating the tactics below.

1. Contactless Laptop and Swag Delivery

We might not get to meet new teammates in person, but they can still expect a swag and laptop delivery! Determining how to get desks, chairs, laptops and additional monitors to our team has been challenging, but personal door drop-off guarantees that our team is well-equipped for success with their home offices right away. Hugh Theodore, senior product manager at Sensibill, says having the necessary hardware and care package before his start date was a great welcome that allowed him to hit the ground running from day one.


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